Blog

Sep
23

Correspondence Process Instructions for Postal Mailings

The defined Correspondence Process is recommended for basic informational postal mailings. For more details in your data output please continue using Direct Marketing Efforts.

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Sep
23

How to Query GAIL Event Invitees

The new CRM 4.0 sp8 patch includes a fix to an issue some users had been experiencing when querying for event invitees.

By David Ornelas | Blog . Query
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Aug
22

GAIL Admissions Data

Information is now available for all incoming freshman as well as parents of freshman.

By David Ornelas | Blog . General & Updates . News
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Aug
22

Transaction Quick Search & Balance Column in Recognition History

Two new features have been added to GAIL: Transaction Quick Search Pledges and Planned Gift Balance column in Recognition History

By David Ornelas | Blog . Front Page
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Aug
22

2016 GAIL & Advizor Survey Results: Part 1

2016 GAIL & Advizor User Survey Results – Part 2 Below are more comments and responses from the GAIL & Advizor user survey.

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Aug
21

Recognition Giving Summary for all Gifts & Pledge Payments

Do you want to see a Donor’s overall impact at a glance? The Recognition Giving Summary for all Gifts & Pledge Payments is now available on the Constituent Profile’s Summary […]

By David Ornelas | Blog . Front Page
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Aug
21

Prospect Management Verification

Development Officers, please make sure to communicate with existing Prospect and Plan Managers prior to establishing a new Plan.

By David Ornelas | Blog . Front Page
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Aug
21

Prospect Status (Custom) Tile

There is a new “Prospect Tile” in GAIL. The new tile will show a picture of the Prospect Manager on the main screen which will serve as a visual queue to prompt other […]

By David Ornelas | Blog . News
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Aug
21

2016 BlackBaud Conference

Each year, Blackbaud hosts a users conference where any customers and users of their products can attend to get information on current products, procedures, enhancements, product direction, network with peer […]

By David Ornelas | Blog . Front Page
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Aug
21

Development Officer/Fundraiser Workshop

Development Officers – this one’s for you!  Client Services is happy to announce that we will be offering 2 fundraising workshops each month. This workshop is for you if you: […]

By David Ornelas | Blog . Front Page
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